See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AETNA LIFE INSURANCE COMPANY1+ years Service code 51 · EIN 06-6033492 | Investment Mgmt Fees | $48,291 |
USI CONSULTING GROUP1+ years Service code 11 · EIN 06-1053228 | Actuarial | $35,250 |
USI CONSULTING GROUP1+ years Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $22,733 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,729-100.0% | $151,941-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 12.6%-12.6pp |
| Annual return | 5.25% | 4.69%+0.6pp | 5.44%-0.2pp | 4.56%+0.7pp |
| Employer contribution / active EE | $5,509 | $15,631-64.8% | $25,481-78.4% | $15,526-64.5% |
| Participant deferral / active EE | $1,664 | $53+3059.7% | $65+2463.3% | $97+1623.3% |
| Admin fee / account holder | $0 | $1,711-100.0% | $11,765-100.0% | $1,711-100.0% |